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Sage Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sage Financial Group’s Portfolio IXUS Stock Details IXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78M Hold
20,576
– – 0.12% 44
2025
Q4 		$1.74M Buy
20,576
+2
+0% +$168 0.12% 44
2025
Q3 		$1.7M Buy
20,574
+44
+0.2% +$3.5K 0.12% 43
2025
Q2 		$1.59M Buy
20,530
+1
+0% +$73 0.12% 43
2025
Q1 		$1.43M Hold
20,529
– – 0.12% 46
2024
Q4 		$1.36M Buy
20,529
+101
+0.5% +$7.01K 0.11% 47
2024
Q3 		$1.48M Hold
20,428
– – 0.12% 49
2024
Q2 		$1.38M Buy
20,428
+1,070
+6% +$72.6K 0.12% 48
2024
Q1 		$1.31M Hold
19,358
– – 0.12% 47
2023
Q4 		$1.26M Buy
19,358
+836
+5% +$51.2K 0.12% 47
2023
Q3 		$1.11M Buy
18,522
+4,636
+33% +$289K 0.12% 46
2023
Q2 		$870K Buy
13,886
+5,201
+60% +$326K 0.09% 49
2023
Q1 		$538K Sell
8,685
-640
-7% -$39.2K 0.06% 60
2022
Q4 		$540K Sell
9,325
-2,775
-23% -$155K 0.07% 58
2022
Q3 		$616K Hold
12,100
– – 0.08% 50
2022
Q2 		$690K Buy
12,100
+640
+6% +$39.4K 0.09% 49
2022
Q1 		$763K Sell
11,460
-1,690
-13% -$115K 0.09% 41
2021
Q4 		$933K Buy
13,150
+1,150
+10% +$82.7K 0.1% 42
2021
Q3 		$852K Hold
12,000
– – 0.1% 39
2021
Q2 		$880K Hold
12,000
– – 0.11% 37
2021
Q1 		$843K Hold
12,000
– – 0.11% 38
2020
Q4 		$806K Hold
12,000
– – 0.11% 38
2020
Q3 		$700K Hold
12,000
– – 0.11% 36
2020
Q2 		$654K Hold
12,000
– – 0.12% 36
2020
Q1 		$564K Hold
12,000
– – 0.11% 39
2019
Q4 		$743K Hold
12,000
– – 0.1% 40
2019
Q3 		$693K Hold
12,000
– – 0.1% 41
2019
Q2 		$704K Hold
12,000
– – 0.1% 42
2019
Q1 		$697K Hold
12,000
– – 0.11% 45
2018
Q4 		$630K Buy
+12,000
New +$666K 0.11% 46

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sage Financial Group's IXUS Position: Q1 2026 in Review

Sage Financial Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 20,576 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #44.

Sage Financial Group first reported a position in IXUS in Q4 2018 and has held it in 30 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Sage Financial Group held 20,576 shares of iShares Core MSCI Total International Stock ETF worth $1.78M as of Q1 2026.
  • Sage Financial Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.12% of Sage Financial Group's portfolio in Q1 2026, its #44 holding.
  • Sage Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 30 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.